CASE STUDY
Finding a True Federal Benefits Pro
When General Financial Advice Isn’t Enough
The Challenge
After over 20 years with the U.S. Marshals Service, Doug was approaching retirement. While he already had experience working with a financial advisor through his father’s estate, he discovered that generic retirement advice wasn’t enough. When he found himself in the position of having to educate his own advisor, he realized he needed specialized experience.
Doug faced several critical decisions:
- Understanding his TSP options and income choices
- Optimizing Social Security timing decisions
- Navigating healthcare options between federal benefits and Medicare
- Accessing medical care across different locations
- Creating a retirement strategy that supported frequent travel
The Solution
After trying out a traditional advisor for several years, Doug realized he needed a specialist who truly understood federal law enforcement retirement. The experience highlighted how general retirement advice could miss critical aspects of federal benefits, potentially leaving important options unexplored.
Doug needed an advisor who could:
- Provide accurate guidance specific to federal law enforcement benefits
- Offer face-to-face meetings for complex discussions
- Understand the unique aspects of U.S. Marshals Service retirement
- Navigate the intersection of federal benefits and traditional retirement planning
- Create flexible strategies that support his active retirement lifestyle
The Results
Now retired, Doug spends his time traveling, fishing, and visiting family across the country. He has the confidence of knowing his retirement is guarded by a team of specialists.
Today, Doug enjoys retirement with:
- Confidence in his benefit elections
- Flexible healthcare coverage that supports his travel
- Clear understanding of his retirement options
- Strategic guidance from a true federal benefits professional
- Peace of mind about his retirement decisions
This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific individualized investment, tax or legal advice for any individual. We suggest that you discuss your specific situation with a qualified, legal advisor and financial advisor.
